# Nvidia's CEO just hyped the entire optical sector — catch Lumentum and Coherent while they're hot

_AI-generated trading idea · LONG · COHR, LITE, MRVL_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-hyped-the-entire-optical-sector-catch-lume--1a7e2f93-97b3-469c-9d00-2dca69ec42ca

Nvidia's CEO Jensen Huang just publicly praised Marvell Technology and said the age of 'useful AI' has arrived. His comments are sending optical-component stocks — the companies that make the hardware connecting AI data centers — sharply higher.

## Idea

When the most influential person in AI — Nvidia's Jensen Huang — goes on stage and specifically highlights a sector, money follows. He just predicted Marvell will hit a $1 trillion valuation and said 'useful AI has arrived,' which lit a fire under the companies that make optical components (the high-tech connectors inside AI data centers). Lumentum and Coherent are both surging. These companies are the 'picks and shovels' of the AI buildout — they don't need to win the AI race themselves, they just need data centers to keep expanding. With Alphabet announcing an $80 billion AI infrastructure spend and the broader AI rally stretching into its ninth day, the optical-component makers are catching a fresh wave of investor attention that could carry them higher for days or weeks.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: D
- Tags: \#ai, \#semiconductors, \#momentum, \#basket

## Community

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## News sources

- [HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat \| Stock Movers](https://www.bloomberg.com/news/videos/2026-06-02/hpe-rises-on-sales-outlook-victoria-s-secret-soars-on-profit-beat-stock-movers) — Bloomberg
- [Why Lumentum, Coherent and other optical stocks are rocketing toward big gains](https://www.marketwatch.com/story/why-lumentum-coherent-and-other-optical-stocks-are-rocketing-toward-big-gains-d5a2e9c7?mod=mw_rss_topstories) — MarketWatch

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